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still behind wm? >> yes. you're being paid to wait. when i visited with buddy michael haley, he did describe to me without increasing amount of construction work, waste management he believed would not be able to deliver the numbers. it's a major user of waste management. i have to go with his analysis. scott in texas. scott? >> caller: boo-yah, jim. calling from houston, home of the undefeated houston texans and only truly professional football team in the state. is this a buy and do you think the mlp distributions will be taxed as c corp distributions if the tax credits expire in 2013? >> i'm going to take them backwards. i think the tax credit is going to be fine. enterprise partners is terrific. and i'm torn playing hernandez. who i think could play this weekend or sticking with daniels got me points in the fantasy league. let's go to vince in california. vince? >> caller: boo-yah, cramer. >> boo-yah. >> caller: talk to me about uhn? this is a king of prussia company. i used to beat them consistently. i've got to tell you, i believe in this company. i think it's one of the best.
. michael, tell me about your allocation of capital in the face of the unknowns in terms of the economic data and the election. >> look, those that have been following my analysis know i was one of the first to call for the reflation trade back in january. we passed through the summer surprise. by the end of the fall, we're going to hit new all-time highs. i have to caution everybody here. the idea this is a romney rally is a bit of a misnomer. if it were based on u.s. domestic economic policy expectations, small cap stocks, which are dependent upon domestic revenue growth, are not showing that. they're not outperforming larger cap stocks. that's number one. number two, when you look at utilities and health care consumer staples, there's been tremendous bidding up of defensiveness in the face of this resilient move. we've actually positioned, in terms of mutual fund and separate accounts, back into bonds until this hesitation and corrective period ends. >> ron, you call this a romney rally today, don't you? >> i think there's going to be no way to get around it. that's the headline of th
is michael phelps celebrating on the green today? wait until you see this putt. >> yeah, you have to watch this video. don't move. it's amazing. bought from us onl. so, i'm happy. sales go up... i'm happy. it went out today... i'm happy. what if she's not home? (together) she won't be happy. use ups! she can get a text alert, reroute... even reschedule her package. it's ups my choice. are you happy? i'm happy. i'm happy. i'm happy. i'm happy. i'm happy. happy. happy. happy. happy. (together) happy. i love logistics. if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. syou know, i've helped a lot off people save a lot of money. but today...( sfx: loud noise of large metal object hitting the ground) things have been a little strange. (sfx: sound of piano smashing) roadrunner: meep meep. meep meep?
for joining us. michael, what do you think was behind today's moves? >> i think it was really from the european union. i don't think it was so much a romney bounce. i think the you're poen union, just like the federal reserve, has now explicitly stated again they're going to put a floor under risk assets. they're going to put a floor under the capital markets. i think that's what's stimulating equities higher. i think that's important to keep in mind. all of the investors piling into fixed income assets, and we are getting more conservative given the rally we've seen, they have to understand that the old expression "don't fight the fed" still applies. not only do we have the fed, we have the bank of japan, china central bank, and the europeans that are going to continue inject adrenaline into economies. >> sandy, is there any reason to believe all of this buying of equities is just what michael said, the central banks of the world and really not based on fundamenta fundamentals, or is this old news at this point that we're going see a contraction in third quarter earnings as these
to celebrate the newest warship, the "uss michael murphy" honor destroyer honors p. michael murphy, a s.e.a.l. the commander officer tom schultz is here and ms. maureen murphy and the mother of lieutenant murphy. he was awarded the medal of honor for a reconnaissance mission in afghanistan. >> to get the honor, the medal of honor, is the toughest thing we do. it's the hardest thing to earn in this country as it should be. and we have to recognize these people for saving us on a daily basis. >> let's get to business really quickly. mad dash, what are you watching first? >> kraft. the research on this is all positive. almost to a t. and i have to tell you i do think it is an inexsensitive stock. a nice place to be for those tired of hershey and general mills. kraft is good. >> do you have thoughts on mondolese? >> sometimes you want to go to the one equivalent of a lrlchea. a tobacco company with a food division is almost equal to apple. i'm not kidding. it is a really remarkable thing. >> what else? >> well, i think that when i'm looking at what people are talking about, i see this core
is my favorite financial. michael kors is the terrific apparel company where they still charge $200 even at the outlets. dynavax. and facebook is not doing as badly as everybody else. internet company, financial, apparel company, biotech and we've got a restaurant, i say, bingo! deloris in new york. deloris? >> caller: hi, jim. boo-yah to you. >> i'll be there this weekend. clinton hill is coming back. go ahead. >> caller: we love you, jim. you do so much for us. >> thank you. >> caller: i want to know if i'm diversified. my first stock is target, second is sirius xm, third is clorox, fourth is disney and last is johnson & johnson. >> all right. let me go to work. the classic final station, 26 can't be beaten. sirius is entertainment. disney -- let's call it radio. that would conflict with disney. that's true entertainment. johnson & johnson, pharma. target one of the best retailers in the world. and clorox -- too much like johnson & johnson. this is tough. we are going to get rid of clorox and bring a little industrial in there. why don't we put in, yes, i don't mind saying it, ge, sinc
. michael, why don't you weigh in on this. you hear what jemma is saying. i've been surprised at how the market has brushed off europe. do worry it will come back into the forefront? >> absolutely. well done cnbc. no one covering europe and sorting it out better than jemma. we follow her closely. and i would break with a lot of that. and for us a lot of it here in the markets are strictly just pivot points. you mentioned 1.29. there's a lot of traders that wonder why we're still up at these levels or even coming off of a breach of 1.30 when the market sleclearly has a differe perception. particularly there are markets that we watch that show where the growth is going and right now crude oil is one of them because we're below 89 and holding it from a demand perspective and then there's a whole component of where is the worry and all of a sudden gold is getting ready to breach 1800. i think if you mix all of that together, you're starting to understand that the hurdle in the middle of the track right now being the payroll number is really going to be not necessarily a deciding factor,
who might have been thinning and shaved and george castanza who had no hair. >> and michael jordan -- you tweeted it very early and i found myself thinking, all right, all right. go for it. go for it. >> you should just take it all off. >> it could be a ratings bonanza. we could do it on air. >> carl, you should shave my head. >> i would be up for that. >> i think we ought to do it. do it for charity. it's not like we could make a rug with it. >> you might want someone to straighten it up after i'm done. >> if they have the advantage in business, will they lose advantage in other things in life, like perhaps love? >> wait until you hear what cramer has to say about one stock in particular. find out if he's giving it a thumb's up or down. and the international director of michelin's best of the best. we'll see how we open in just a few. tridion safety celly which can withstand over three and a half tons. small in size. big on safety. which can withstand over three and a half tons. why they're always there to talk. i love you, james. don't you love me? i'm a robot. i know. i know you
Search Results 0 to 7 of about 8